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Posted: Tuesday, July 4, 2017 10:26 PM

Job Description:/h3:
Seeking Administrative Assistant for small, stable, growing institutional investment firm.
Strength in Power Point required for a Power Point heavy position.
Organized with strong attention to detail necessary for time sensitive projects.
Bachelors degree preferred.
Experience in finance/investment industry preferred.
Marketing / Client Service:
Prepare client marketing books and presentations (Power Point)
Assemble documents needed for client meetings and reviews
Organize and complete monthly and quarterly client reports
Collect data, organize and prepare RFPs/RFIs for prospective clients
Manage and update marketing materials and/or presentation exhibits
Prepare Holiday card mailing
Monitor database and ensure data is received on a timely basis
Troubleshooting support, including communication with investment managers
Work with analysts to update quarterly emerging manager study
Work with analysts to update presentations and marketing materials
Assist in special projects
Administrative Functions:
Receive incoming telephone calls
Pick up and distribute mail
Maintain investment manager filing
Set up new manager files as needed
Maintain office supply inventory
Back:up reception as needed
Maintain conference room
Coordinate and place catering orders when needed
Water plants
Greet guests and notify meeting participants of their presence
Coach others in Power Point when requested
Other tasks and projects as assigned :: not limited to the above
Willingness to work overtime when needed

Full time / great benefits

To be considered, please submit your resume and a cover letter describing your relevant experience and fit for this job. Include your salary requirements in your cover letter. No phone calls please.
Company Description:/h3:
Please see our website at


• Location: San Francisco

• Post ID: 72735458 sf is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017